Gerber Kawasaki Wealth & Investment Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
2,517
-52
| -2% | -$28.3K | 0.05% | 129 |
|
|
2025
Q1 | $1.27M | Sell |
2,569
-7
| -0.3% | -$3.47K | 0.06% | 128 |
|
|
2024
Q4 | $1.34M | Buy |
2,576
+1,285
| +100% | +$671K | 0.06% | 126 |
|
|
2024
Q3 | $634K | Hold |
1,291
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $574K | Sell |
1,291
-60
| -4% | -$26.7K | 0.03% | 158 |
|
|
2024
Q1 | $539K | Sell |
1,351
-43
| -3% | -$17.2K | 0.03% | 169 |
|
|
2023
Q4 | $470K | Hold |
1,394
| – | – | 0.03% | 166 |
|
|
2023
Q3 | $407K | Buy |
1,394
+89
| +7% | +$26K | 0.03% | 174 |
|
|
2023
Q2 | $446K | Sell |
1,305
-15
| -1% | -$5.13K | 0.03% | 167 |
|
|
2023
Q1 | $337K | Sell |
1,320
-39
| -3% | -$9.96K | 0.03% | 187 |
|
|
2022
Q4 | $361K | Buy |
1,359
+167
| +14% | +$44.3K | 0.03% | 180 |
|
|
2022
Q3 | $223K | Buy |
1,192
+49
| +4% | +$9.17K | 0.02% | 207 |
|
|
2022
Q2 | $229K | Hold |
1,143
| – | – | 0.02% | 215 |
|
|
2022
Q1 | $344K | Sell |
1,143
-1
| -0.1% | -$301 | 0.03% | 189 |
|
|
2021
Q4 | $411K | Sell |
1,144
-20
| -2% | -$7.19K | 0.03% | 176 |
|
|
2021
Q3 | $385K | Buy |
1,164
+21
| +2% | +$6.95K | 0.05% | 116 |
|
|
2021
Q2 | $350K | Hold |
1,143
| – | – | 0.04% | 174 |
|
|
2021
Q1 | $281K | Sell |
1,143
-51
| -4% | -$12.5K | 0.03% | 172 |
|
|
2020
Q4 | $325K | Buy |
1,194
+24
| +2% | +$6.53K | 0.05% | 135 |
|
|
2020
Q3 | $276K | Buy |
1,170
+45
| +4% | +$10.6K | 0.06% | 102 |
|
|
2020
Q2 | $213K | Buy |
+1,125
| New | +$213K | 0.05% | 123 |
|
|
2020
Q1 | – | Sell |
-1,125
| Closed | -$221K | – | 136 |
|
|
2019
Q4 | $221K | Hold |
1,125
| – | – | 0.06% | 114 |
|
|
2019
Q3 | $202K | Buy |
+1,125
| New | +$202K | 0.06% | 117 |
|